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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2016-09-13 |
Branch Locations
3318 W Friendly Ave Fl 3, Greensboro, NC 27410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Bank | Greensboro | NC | 04/2016 | Present |
| Truist Investment Services | Atlanta | GA | 04/2016 | Present |
| Truist Advisory Services, Inc | Atlanta | GA | 09/2016 | Present |
UNC GREENSBORO FOUNDATION BOARD POSITION: Director/Board member NATURE: Mission statement: "To champion UNCG students and connect them with the resources and opportunities that will transform their lives." Receives charitable gifts from alumni, families, corporations, and foundations. Holds and manages endowed funds and other charitable assets. Invests Foundation assets to support the university over the long term. Funds scholarships, faculty support, academic programs, research initiatives, and other university priorities. Provides a vehicle for planned gifts, bequests, charitable trusts, and major gifts. Helps build relationships between UNCG and the community. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/20/2026 ADDRESS: Greensboro NC, United States DESCRIPTION: My governance & planned giving experience, and overall wealth management background make me a good fit to attend board meetings, help with strategic planning and financial oversight and risk management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-06-21 |
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